DWP
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Daymark Wealth Partners’s Morgan Stanley MS Stock Holding History

Daymark Wealth Partners’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.47M Buy
8,947
+1,769
+25% +$306K 0.05% 247
2025
Q4 		$1.27M Buy
7,178
+731
+11% +$122K 0.04% 252
2025
Q3 		$1.02M Buy
6,447
+792
+14% +$117K 0.03% 281
2025
Q2 		$797K Buy
5,655
+303
+6% +$37.2K 0.03% 291
2025
Q1 		$624K Buy
5,352
+811
+18% +$104K 0.03% 303
2024
Q4 		$571K Sell
4,541
-293
-6% -$36.1K 0.02% 304
2024
Q3 		$504K Buy
4,834
+751
+18% +$75.6K 0.02% 334
2024
Q2 		$397K Buy
+4,083
New +$389K 0.02% 355
2023
Q3 		– Sell
-2,367
Closed -$202K – 399
2023
Q2 		$202K Sell
2,367
-289
-11% -$24.7K 0.02% 360
2023
Q1 		$233K Buy
+2,656
New +$248K 0.03% 260

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Daymark Wealth Partners's MS Position: Q1 2026 in Review

Daymark Wealth Partners increased its Morgan Stanley (MS) stake by 25% in Q1 2026, buying an estimated $306K and bringing the position to 8,947 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #247.

Daymark Wealth Partners first reported a position in MS in Q1 2023 and has held it in 10 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Daymark Wealth Partners held 8,947 shares of Morgan Stanley worth $1.47M as of Q1 2026.
  • Daymark Wealth Partners bought 1,769 Morgan Stanley shares in Q1 2026, an estimated $306K.
  • Morgan Stanley made up 0.05% of Daymark Wealth Partners's portfolio in Q1 2026, its #247 holding.
  • Daymark Wealth Partners first reported a position in Morgan Stanley in Q1 2023 and has held it in 10 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.